Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.014 | 0 | 33 |
| 1 month | -0.002 | 0 | 71 |
| 3 months | -0.065 | 0 | 44 |
| 1 year | 0.014 | 0 | 32 |
| 3 years | -0.054 | 0 | 82 |
| 5 years | -0.068 | 0 | 88 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.056 | — |
| 2023 | -0.047 | — |
| 2022 | -0.268 | — |
| 2021 | -0.076 | — |
| 2020 | 0.208 | — |
| 2019 | 0.250 | — |
| 2018 | -0.125 | — |
| 2017 | 0.210 | — |
| 2016 | -0.197 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.012 | — | — | — |
| 2024 | -0.007 | 0.017 | 0.038 | -0.099 |
| 2023 | -0.012 | -0.062 | -0.049 | 0.082 |
| 2022 | -0.139 | -0.112 | -0.072 | 0.032 |
| 2021 | -0.035 | 0.087 | -0.042 | -0.080 |
| 2020 | -0.093 | 0.233 | -0.004 | 0.084 |
| 2019 | 0.138 | -0.021 | -0.082 | 0.222 |
| 2018 | -0.014 | 0.018 | 0.080 | -0.193 |
| 2017 | 0.106 | 0.072 | 0.071 | -0.047 |
| 2016 | -0.189 | -0.034 | 0.085 | -0.054 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.004 |
| 3 years | -0.057 |
| 5 years | -0.070 |